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Raymond James Financial

485 hedge funds and large institutions have $9.02B invested in Raymond James Financial in 2019 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 158 increasing their positions, 170 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more call options, than puts

Call options by funds: $53.5M | Put options by funds: $16.1M

47% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 45

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

10% more capital invested

Capital invested by funds: $8.17B → $9.02B (+$852M)

3% more funds holding

Funds holding: 473485 (+12)

1.99% more ownership

Funds ownership: 106.97%108.96% (+2%)

7% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 170

Holders
485
Holders Change
+12
Holders Change %
+2.54%
% of All Funds
9.56%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.18%
New
66
Increased
158
Reduced
170
Closed
45
Calls
$53.5M
Puts
$16.1M
Net Calls
+$37.4M
Net Calls Change
+$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
376
Sutton Wealth Advisors
Florida
$170K -$52K -900 -24%
MME
377
Meag Munich Ergo
Germany
$156K -$512K -8,870 -77%
VNA
378
Valley National Advisers
Pennsylvania
$134K -$6.75K -117 -5%
RIM
379
Rampart Investment Management
Connecticut
$133K +$3.29K +57 +3%
HIIFS
380
Harel Insurance Investments & Financial Services
Israel
$133K +$88K +1,524 +214%
QI
381
QS Investors
New York
$129K +$18.7K +324 +18%
DCM
382
Dupont Capital Management
Delaware
$123K +$30.8K +534 +35%
PCG
383
Private Capital Group
Connecticut
$121K -$10K -174 -8%
CFGS
384
Concourse Financial Group Securities
Alabama
$121K +$56.9K +985 +95%
AssetMark Inc
385
AssetMark Inc
California
$108K +$85.3K +1,477 +437%
LS
386
Livforsakringsbolaget Skandia
Sweden
$103K
DRS
387
Deane Retirement Strategies
Louisiana
$102K
TF
388
TimeScale Financial
Massachusetts
$95K
CG
389
Cutler Group
California
$93K +$22.7K +393 +34%
CWP
390
CFM Wealth Partners
Texas
$88K +$80.1K +1,388 New
SMFS
391
Squar Milner Financial Services
California
$87K +$84.9K +1,470 New
BCA
392
Bray Capital Advisors
Florida
$79K -$14.3K -248 -16%
SPIA
393
Steward Partners Investment Advisory
New York
$75K
NSIM
394
North Star Investment Management
Illinois
$72K
MAM
395
Meeder Asset Management
Ohio
$68K +$53.5K +927 +429%
TPCW
396
TD Private Client Wealth
New York
$65.4K +$63.3K +1,097 New
FHA
397
First Horizon Advisors
Tennessee
$65K
RMC
398
Resources Management Corp
Connecticut
$64K
CIA
399
CSat Investment Advisory
Michigan
$63K +$3.46K +60 +6%
BFEC
400
Benjamin F. Edwards & Company
Missouri
$61K -$4.33K -75 -7%

RJF Hedge Fund Activity: Q4 2019 in Review

485 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q4 2019, worth a combined $9.02B — up 10% from $8.17B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new RJF positions and 45 closed out — a net gain of 21 holders — while 158 added to existing stakes and 170 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $139M. The largest seller was First Trust Advisors, cutting an estimated $52.7M.

  • 485 institutional investors held Raymond James Financial (RJF) as of Q4 2019, up from 473 in Q3 2019.
  • Funds reported $9.02B of Raymond James Financial stock for Q4 2019, up 10% quarter-over-quarter.
  • 66 funds opened new Raymond James Financial positions in Q4 2019 and 45 closed out, a net change of +21 holders.
  • The largest Raymond James Financial buyer in Q4 2019 was T. Rowe Price Associates, an estimated $139M added.
  • The largest Raymond James Financial seller in Q4 2019 was First Trust Advisors, an estimated $52.7M sold.

Based on aggregated 13F filings for Q4 2019.